Q: Do yo have opinion on Pfizer (PFE)?
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: From Cindy,
To Peter and 5i Team,
I would appreciate your comments on the biotech stocks and etf for us as well as Canadian stocks. Thanks
To Peter and 5i Team,
I would appreciate your comments on the biotech stocks and etf for us as well as Canadian stocks. Thanks
Q: re:CSX
Hopefully you can help with this U$ Equity question.
I purchased 200 shares of CSX a number of months ago and it is doing ok with a good dividend. I purchased CSX because it was considerably cheaper than Can Railroads and I do have a need for U$ currency with a son that attends a US college. I have about 20% of my portfolio in US equities of which 5% is in CSX.
I have just read another article regarding CSX and they painted a picture saying "the present value of the company's discounted earnings, adjusted for dividends, is around $2 less than shares trade for right now."
It gives reasons being CSX' earnings growth estimates are lower than it's competitors. It goes on to say "Curiously, analysts have not been moving earnings estimates up at CSX as they have for Norfolk Southern (NYSE:NSC), where earnings have been furiously upgraded by more than a dozen analysts recently."
Long and short of it... it appears CSX shares' valuation has been up to the same forward earnings multiple (14) as it's competitors but doesn't appear to offer the same earnings growth going forward.
Can you give me your thoughts on CSX moving forward and do you think share value will be negatively effected based on the street consensus.
Thank you for all you do
Gord
Hopefully you can help with this U$ Equity question.
I purchased 200 shares of CSX a number of months ago and it is doing ok with a good dividend. I purchased CSX because it was considerably cheaper than Can Railroads and I do have a need for U$ currency with a son that attends a US college. I have about 20% of my portfolio in US equities of which 5% is in CSX.
I have just read another article regarding CSX and they painted a picture saying "the present value of the company's discounted earnings, adjusted for dividends, is around $2 less than shares trade for right now."
It gives reasons being CSX' earnings growth estimates are lower than it's competitors. It goes on to say "Curiously, analysts have not been moving earnings estimates up at CSX as they have for Norfolk Southern (NYSE:NSC), where earnings have been furiously upgraded by more than a dozen analysts recently."
Long and short of it... it appears CSX shares' valuation has been up to the same forward earnings multiple (14) as it's competitors but doesn't appear to offer the same earnings growth going forward.
Can you give me your thoughts on CSX moving forward and do you think share value will be negatively effected based on the street consensus.
Thank you for all you do
Gord
Q: Gilead Science GILD.US had 2 pieces of good news today. UK government has approved its drug for Hepatitis C at the full price charged in the US. Roche had its patent challenge rejected. GILD has moved up by about 2% on this news and is up about 20% since the beginning of June. This is now about 10% of my portfolio.
I would be grateful for your comments.
I would be grateful for your comments.
Q: Peter -any current thoughts on AIG post ILFC SALE -and as such new balance sheet flexibility?ALSO-any view on CHMT -Chemtura -Kim
Q: I would appreciate your opinion and recommendations on NOC and any other company you know of which is involved with drones.
Thank you, Peter, Ryan and 5iteam.
Thank you, Peter, Ryan and 5iteam.
Q: Hello 5i,
I bought these US securities on the 24 Jun this year. So far this is the performance:
shares $/sh amount book val +/- %
ATHN 24 131.25 3,150.00 2,978.99 +171.01 +5.74
PCLN 2 1,284.81 2,569.62 2,443.95 +125.67 +5.14
ALGN 54 54.71 2,954.34 2,870.87 +83.47 +2.91
SFL 155 18.80 2,914.00 2,877.45 +36.55 +1.27
SBUX 37 76.62 2,834.94 2,873.01 -38.07 -1.33
CLCT 139 20.09 2,792.51 2,883.08 -90.57 -3.14
GMCR 24 114.30 2,743.20 2,976.83 -233.63 -7.85
SNDK 27 93.21 2,516.67 2,793.10 -276.43 -9.90
MSCC 103 24.35 2,508.05 2,866.14 -358.09 -12.49
Just wondering if you can give me an update on my US portfolio.
Thanks,
Rick
I bought these US securities on the 24 Jun this year. So far this is the performance:
shares $/sh amount book val +/- %
ATHN 24 131.25 3,150.00 2,978.99 +171.01 +5.74
PCLN 2 1,284.81 2,569.62 2,443.95 +125.67 +5.14
ALGN 54 54.71 2,954.34 2,870.87 +83.47 +2.91
SFL 155 18.80 2,914.00 2,877.45 +36.55 +1.27
SBUX 37 76.62 2,834.94 2,873.01 -38.07 -1.33
CLCT 139 20.09 2,792.51 2,883.08 -90.57 -3.14
GMCR 24 114.30 2,743.20 2,976.83 -233.63 -7.85
SNDK 27 93.21 2,516.67 2,793.10 -276.43 -9.90
MSCC 103 24.35 2,508.05 2,866.14 -358.09 -12.49
Just wondering if you can give me an update on my US portfolio.
Thanks,
Rick
Q: Hi, I know you don't concentrate on US stocks but would you please comment on Boeing for me?
Q: Hi Peter and Team,
Quick thoughts on National Holdings, NHLD.US
Quick thoughts on National Holdings, NHLD.US
Q: can you give me a comparison of autonation U.S and acq-t citing growth rates and profits
Q: Hello 5 I Team
My US Margin Account presently represents only 1% of my total holdings. I intend to make contributions to it later in the year, but for now I would like to see the money "do something" while it's sitting there. Rather than engage in any futile stock picking, I thought I would invest in an ETF which could provide consistent, if modest growth. To that end, I had my eye on the new ETF Direxion iBillionaire Index ETF, (IBLN), or the Market Vectors Wide Moat ETF, (MOAT). I would appreciate your opinion on these choices -- or your suggestion as to what might be a better stock to hold in this context. Thanks for your help.
My US Margin Account presently represents only 1% of my total holdings. I intend to make contributions to it later in the year, but for now I would like to see the money "do something" while it's sitting there. Rather than engage in any futile stock picking, I thought I would invest in an ETF which could provide consistent, if modest growth. To that end, I had my eye on the new ETF Direxion iBillionaire Index ETF, (IBLN), or the Market Vectors Wide Moat ETF, (MOAT). I would appreciate your opinion on these choices -- or your suggestion as to what might be a better stock to hold in this context. Thanks for your help.
Q: JDSU Getting tired of holding. Am down 20 per cent in two separate accounts. Street did not like earnings. Starting to think it was a huge mistake buying this for a turnaround. Lots of cash but no catalyst except for possibility of a takeover. Are they in the same space as INVN Invensense? Thinking of switching to INVN. Does that make sense to you?
Q: Asked for high yielding american companies earlier and one suggestion was SFL on the NYSE. I was considering NFSHF on pink sheets. How about it, and do you think there is any chance of an off shore oil renaissance.
Q: Hi Peter and Team,
What are your thoughts on Blue Capital Reinsurance Holdings, BRCH.US
What are your thoughts on Blue Capital Reinsurance Holdings, BRCH.US
Q: Lorillard & Reynolds American (LO, RAI) are in a potential merger although by no means certain due to regulatory risks. With good cash flows and dividends would you feel either is of interest now or if the deal doesn't close?
Q: WAG.US: thinking of buying for my USD portfolio. Price been coming down-missed EPS & large purchase in U.K. perhaps. Looking for long-term non-cyclical hold. Already own (for over 5yr) J&J-would love to add to this position but it just keeps going up-so, thought this might be an opportunity to compliment this holding?
Q: What do you think of Icahn Enterprises (IEP.US) for a long-term hold. It pays a good dividend and has a proven track record behind it. Would it be very cyclical or is it a little more all-weather depending on the takeovers it initiates? Thanks
Q: Hello,
I was wondering for a TFSA (40K) for maximum growth what stocks would you propose. I don't envision needing the funds in the next few years (I have the model portfolio in a non taxable account).
I know that you specialize in Canadian equities, but if you would have to select a few US growth stocks (30k taxable account) what would you select.
Thank you so much.
I was wondering for a TFSA (40K) for maximum growth what stocks would you propose. I don't envision needing the funds in the next few years (I have the model portfolio in a non taxable account).
I know that you specialize in Canadian equities, but if you would have to select a few US growth stocks (30k taxable account) what would you select.
Thank you so much.
Q: Thanks to your recommendation some time ago I have made over 700% profit on Autocanada and am considering selling the shares I have left to buy either KKR-N or BX-N. What can you tell me about these 2 stocks. Am considering this trade for better income and some capital gains.
Many thanks for all the great information you provide. Helen
Many thanks for all the great information you provide. Helen
Q: Could you please comment on Apollo Global Management (APO) and their second quarter earnings. Should I sell it?
Thanks,
Milan
Thanks,
Milan